Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,433
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$21M
3
+$16.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$14.7M

Top Sells

1
+$38.6M
2
+$23M
3
+$17.9M
4
DD icon
DuPont de Nemours
DD
+$17.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Sector Composition

1 Technology 6.22%
2 Financials 5.01%
3 Healthcare 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$176K ﹤0.01%
16,484
+79
2027
$176K ﹤0.01%
11,972
+400
2028
$173K ﹤0.01%
10,386
+228
2029
$173K ﹤0.01%
+10,376
2030
$169K ﹤0.01%
13,707
-400
2031
$167K ﹤0.01%
21,744
+5,882
2032
$166K ﹤0.01%
+31,900
2033
$165K ﹤0.01%
20,007
-993
2034
$163K ﹤0.01%
5,120
+216
2035
$162K ﹤0.01%
10,901
+290
2036
$162K ﹤0.01%
15,828
-1,184
2037
$161K ﹤0.01%
15,120
-551
2038
$161K ﹤0.01%
14,368
-109
2039
$159K ﹤0.01%
11,544
-1,266
2040
$159K ﹤0.01%
39,875
-3,000
2041
$158K ﹤0.01%
5,485
+1,144
2042
$158K ﹤0.01%
11,800
-1,000
2043
$157K ﹤0.01%
+10,493
2044
$155K ﹤0.01%
12,189
+23
2045
$154K ﹤0.01%
+12,500
2046
$149K ﹤0.01%
+5,288
2047
$149K ﹤0.01%
+10,031
2048
$148K ﹤0.01%
246
+10
2049
$147K ﹤0.01%
7,348
-266
2050
$147K ﹤0.01%
11,480
-920
80 81
82
83 84